FAQ

Frequently Asked Questions



UFile for Windows

I have self-employment and/or rental income from 2018 and I carried forward my UFile tax file from 2018 to 2019 using version 23.01 of the software. Is there anything I need to do?

If you are a business owner and/or have rental property and you attempted to carry-forward your 2018 UFile file to 2019 with the first version of the software (version 23.01*), you will notice that important information was not carried over from 2018 to 2019 for your business or rental property. The information in the Identification section, Motor vehicle expenses, Partners and CCA, and other items may be missing. * Note that version 23.03 was released on January 13 and did not have this issue.

It is recommended to follow the steps below and redo the carry-forward of your file from 2018 to 2019 to ensure you have the right opening balances of the undepreciated capital cost for your depreciable property and any other missing carry-forward information:

1- Update your UFile 2019 software if you haven't done so.

2- Carry forward your UFile tax file again from 2018 to 2019.

3- If you have already entered data in your 2019 file, you must enter it again.

Note: Updating the software is not enough to solve the problem. It is necessary to carry forward the file again from 2018 to 2019.

If you have already started your tax return for 2019 and do not want to start the file over again, then make sure to check the missing carry forwards by referring to your 2018 tax file and enter them manually in your 2019 file.

Finally, you also have the option to not modify your tax file and wait until the next software update scheduled for February 6, 2020, before continuing in the file. During the next update, the software will try to identify the missing information and notify you so that you can take action if necessary.



UFile ONLINE

I have self-employment and/or rental income from 2018 and I started my 2019 tax file before January 13, 2020. Is there anything I need to do?

If you started your 2019 tax file before January 13, 2020, you will notice that important information was not carried over from 2018 to 2019 for your business or rental property. The information in the Identification section, Motor vehicle expenses, Partners and CCA, and other items may be missing.

This issue is corrected since January 13, 2020, but the correction applies only to 2019 files created after this date.

For files that were started before January 13, 2020, you have three options:

Option # 1: Do not modify the tax file and wait until the next software update scheduled for February 6, 2020, before continuing in the file. During the next update, the software will try to identify the missing information and notify you so that you can take action, if necessary.

Option # 2: Contact our Support team https://www.ufile.ca/contact/contact-us and they will walk you through the steps to follow in order to rectify your file.

Option # 3: Check the missing carry forwards by referring to your 2018 file and enter them manually in your 2019 file if necessary.

FAQ - General questions

  • Can I prepare any type of returns with UFile?

  • Can I use UFile to prepare the return of a deceased taxpayer? If so, how?

  • What supporting documents do I need when using UFile?

  • Can anyone use UFile for free?

  • Does UFile support all the tax forms?

  • How do I know when to enter total amounts and when to enter details in my tax file?

  • How long will it take me to prepare my tax return?

  • What should I do if an email that seems to be from the CRA or UFile asks me to provide personal or sensitive information?

  • What makes UFile such a fast method?

  • Can I prepare my tax return in French?

  • What about third party filing?

  • What if I'm not completely satisfied?

  • Is there a support line I can phone?

  • Who is a dependant and how to best prepare their return?

FAQ - UFile Online: before you start

  • What is UFile ONLINE?

  • How much does UFile ONLINE cost?

  • Who should use UFile?

  • Is UFile ONLINE easy to use?

  • When can I use UFile ONLINE?

  • How can I use UFile if I don't have a computer?

  • How do I get assistance if I need it?

  • What payment methods does UFile accept?

  • Can I file my tax return for free using UFile ONLINE?

  • What is UFile Premium?

  • How much does UFile Premium cost?

  • Is Premium available for UFile for Windows?

FAQ - UFile Online: technical questions

  • Is UFile ONLINE a type of software?

  • Is UFile ONLINE secure?

  • Where is UFile ONLINE storing my data?

  • How can I access my UFile ONLINE data?

  • I cannot remember my Password, can you help me?

  • What is encryption?

  • What are cookies?

  • What are firewalls?

  • Does UFile ONLINE use a timeout facility?

  • How do I print my tax return?

  • How do I make a backup of my tax information?

  • What are the system requirements for UFile ONLINE?

  • Can I use UFile if I have a Mac or Linux?

FAQ - Questions about UFile for Windows

  • What is UFile for Windows?

  • What is the difference between UFile for Windows and UFile ONLINE?

  • How much does UFile for Windows cost?

  • Where can I get UFile for Windows?

  • How many tax returns can I prepare with UFile for Windows?

  • How do I get assistance if I need it?

  • What are the system requirements for UFile for Windows?

  • Can I install UFile for Windows on more than one computer?

  • I would like to delete a file in UFile for Windows. How can I do that?

  • How can I install the latest update if I experience problems with the automated download procedure from the program?

  • Why does UFile not work on my computer running on the XP operating system?

  • May I use Vista as my operating system and file my tax return with UFile for Windows this year?

FAQ - Tax related questions

  • Do I really need to file a tax return?

  • May I claim the federal or provincial disability amount (line 5844) when also claiming fees for full-time care in a nursing home?

  • How do I enter medical expenses in UFile?

  • Why must I enter income information for an ex-spouse?

  • What if I do not know the amount of the ex-spouse's income for the year?

  • I have no federal tax to pay but I owe provincial tax. UFile is carrying forward the donations. How can I have UFile apply the donations to the provincial tax calculation?

  • How do I claim the Ontario energy and property tax credit on Form ON479 in UFile?

  • How do I indicate in the program that I’m a dependent senior for purposes of the calculation of the tax credit for home-support for seniors (Quebec Schedule J)?

FAQ - Questions about electronic filing (NETFILE)

  • Can I file my tax return electronically?

  • Should I file my return electronically?

  • Can I file my return via NETFILE with UFile?

  • When filing my tax returns electronically, how do I send in my supporting documents?

  • How do I find out the status of my current-year tax return?

  • Can I prepare my Quebec TP1 return with UFile?

  • Can I file my Quebec TP1 return electronically?

  • What about access codes?

  • I have a balance due on my tax return. How can I make the payment when I file using NETFILE?

  • I can't NETFILE my tax return. What should I do?

  • If I choose not to use NETFILE, where do I mail my tax return?

FAQ - Tax filing questions

  • What is the tax filing deadline?

  • What if I cannot file before the tax deadline?

  • What if I need to correct my tax return after it has been filed?